How CData uses its own products (Connect AI, Sync, and the broader connectivity platform) to solve real problems for our teams. Each entry is a use case our teams actually run day to day.
Every use case includes a walkthrough video. Many also ship a configuration guide and a reusable Claude skill you can install and adapt to your own setup.
| Use case | Video | Config guide | Skill |
|---|---|---|---|
| FP&A | Coming soon. | Coming soon. | |
| Customer Success | 📄 Guide | account-intelligence |
Reusable skills live in skills/ and are shared across use cases.
Each skill folder contains the readable SKILL.md source plus a packaged
.skill file you can install directly.
| Skill | What it does | Used by |
|---|---|---|
account-intelligence |
Pulls a complete account brief from Salesforce, JIRA, and Gong into a visual dashboard | Customer Success |
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